Individual Advisor Resource Library

If you have any questions about the resources on this webpage, email brokers@sk.bluecross.ca.

 

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Personal Health Plans

Access Personal Health product courses and tutorials, sales collateral, business processes and more

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Travel Plans

Access Travel Plan product courses and tutorials, sales collateral, business processes and more!

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Personal Health Plan

Explore step-by-step guides, tutorials, resources and sales support materials.

About our Personal Health Plans

Why Choose Us

Saskatchewan Blue Cross Advantage

Saskatchewan Blue Cross is a trusted, non-profit health insurance provider offering flexible and comprehensive coverage tailored to individuals, families, and retirees. With customizable plans, essential core benefits, and digital tools like virtual care and mental health support, it ensures accessible, personalized healthcare. Backed by decades of experience and a commitment to community well-being, Saskatchewan Blue Cross is a reliable choice for those seeking peace of mind and quality care across every stage of life.

Flexible Health Insurance Plans

Your clients’ health insurance needs are as unique as they are. With a Personal Health Plan that’s customized to meet your needs, you can feel confident knowing you and your family are protected against unexpected medical expenses. Watch our video to learn more about our plans and how to get started!

Personal Health Plan Resources

Explore step-by-step guides, tutorials, resources and sales support materials.

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Personal Health Plan Tutorials

Providing a Quote

This guide provides step-by-step instructions to help advisors generate quotes for Saskatchewan Blue Cross Personal Health Plan suite products, including the Blue Choice, Conversion, Guaranteed Acceptance and the NEW Retiree Personal Health Plan.

Completing an Application

These guides are essential to help guide your customers through applying for each of our personal health plan products, including detailed instructions on the application process.

Blue Choice

Complete an Application – Blue Choice

This guide includes the necessary health disclosures and documentation to apply for a Blue Choice plan.

Conversion

Complete an Application – Conversion

This guide will help you ensure a seamless application process without any gaps in coverage for anyone transitioning from group health coverage or another provincial Blue Cross personal plan to the Conversion Personal Health Plan. 

Guaranteed Acceptance

Complete an Application – Guaranteed Acceptance

This guide helps simplify the application process for Guaranteed Acceptance applications, ensuring that individuals who may not qualify for other plans can still receive necessary health benefits. 

Retiree

Complete an Application – Retiree

This guide is essential for anyone looking to apply for the Retiree Personal Health Plan, which offers comprehensive, flexible coverage without the need for a medical questionnaire or consideration of medical history.

Personal Health Payment Options

Personal Health Plan Payment Options 

Making Changes to an Existing Personal Health Plan

Step-by-step processes to help you and your customers easily navigate the online portal.

Sales Resources and Support

Personal Health Plan brochures

Personal Health Plan policy booklets

After Group Benefits toolkits

Sales supports

Member Support and Administration

Member Portal

Follow our step-by-step guides and tutorials below to help you get started in the Member Portal.

Login to Member Portal

Member Portal User Guide: This comprehensive guide will walk you through the Member Portal, highlighting its key features, functionalities, and best practices to help you maximize its potential.

Member Portal resources

Information and how-to videos about the Member Portal.

Member Resources

Explore resources your customers may need, as well as documents your customers may find helpful as they become personal health plan members.

Individual Assistance Program (IAP) and Virtual Care

Information and how-to videos on the Individual Assistance Program (IAP) and Virtual Care benefits.

Advisor Support and Administration

Advisor administration

Ready to request quotes, submit applications, and manage travel policies? Access our step-by-step guides and tutorials below—then jump into the Partner Space or Travel Portal to get started.

Login to Individual Advisor Portal

Individual Advisor Portal User Guide: Saskatchewan Blue Cross is equipping you with the tools and functionalities needed to efficiently manage your individual book of business. This comprehensive guide will walk you through the Advisor Portal, highlighting its key features, functionalities, and best practices to help you maximize its potential.

Advisor business resources

Travel Plans Plan

Explore step-by-step guides, tutorials, resources and sales support materials.

About our Travel Plans

Saskatchewan Blue Cross Travel Plans 

Flexible Coverage for Every Traveller

Wherever your clients are headed — a weekend getaway or a world adventure — Saskatchewan Blue Cross offers flexible travel insurance options to fit their needs. From emergency medical coverage to trip protection and beyond, our plans are designed to give traveler’s peace of mind at every stage of their journey.

Want to learn more? Watch our quick 2-minute video for an easy overview of the options available and how they can benefit your clients!

About our Travel Plans

Travel Plans Plan Resources

Explore step-by-step guides, tutorials, resources and sales support materials.

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Sales Resources and Support

Brochures and overviews

Policy booklets

Sales supports

Advisor Support and Administration

Advisor Administration

Ready to request quotes, submit applications, and manage travel policies? Access our step-by-step guides and tutorials below—then jump into the Partner Space or Travel Portal to get started.

Partner Space User Guide: Get equipped with the tools and functionality you need to efficiently manage your travel business. This guide walks you through the Partner Space travel portal, highlighting key features, system workflows, and best practices to help you confidently quote, sell, and support customers.

Partner Space Administrator Guide: For Principal or Managing Advisors. This guide outlines the administrative tools and permissions available within Partner Space. Learn how to manage users, oversee office settings, and leverage administrative features designed to enhance efficiency and support your team’s sales success.

2025 Travel Enhancements & New Partner Space FAQ: Your go-to resource for common questions about the transition to Partner Space, recent travel product updates, system functionality, and advisor workflows.

Advisor Business Resources

NEW: Customer Email Templates

Your Advisor support team has created email templates you can use to email your client base about Saskatchewan Blue Cross products and services! Templates are built to be easily copied into your email software to be sent to your chosen client list, and your contact information can be easily inserted.

Choose the Personal or Travel email template to get started! Instructions to use each template are enclosed in the download file.

Advisor materials & supply requests

Complete the new digital Advisor Supply Request form to request Sales materials from Saskatchewan Blue Cross.

Request Materials

Ready to learn more?

Explore the Advisor Learning Centre for courses you can take to earn CE credits, as well as informative courses to help you refresh your product knowledge.

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